Global Financial Private Client’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.48M | Sell |
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|
2025
Q1 | $7.73M | Buy |
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|
2024
Q4 | $7.48M | Buy |
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|
2024
Q3 | $7.02M | Sell |
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|
2024
Q2 | $6.82M | Sell |
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|
2024
Q1 | $7.01M | Buy |
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|
2023
Q4 | $6.11M | Sell |
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|
2023
Q3 | $5.62M | Sell |
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|
2023
Q2 | $5.92M | Sell |
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|
2023
Q1 | $5.51M | Buy |
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|
2022
Q4 | $4.88M | Sell |
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|
2022
Q3 | $5.21M | Sell |
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|
2022
Q2 | $6.51M | Buy |
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|
2022
Q1 | $5.91M | Sell |
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|
2021
Q4 | $6.36M | Buy |
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|
2021
Q3 | $5.62M | Buy |
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|
2021
Q2 | $5.15M | Buy |
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|
2021
Q1 | $3.13M | Buy |
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|
2020
Q4 | $2.69M | Buy |
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|
2020
Q3 | $2.35M | Buy |
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|
2020
Q2 | $2.12M | Buy |
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|
2020
Q1 | $1.57M | Buy |
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|
2019
Q4 | $402K | Buy |
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